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If the federal tax for the year is less than $1,000 there is no need to have any withholding at all. The person can simply pay the total tax when he files his tax return. There will be no penalty if the amount owed is less than $1,000. With such low pay, employers will probably not withhold any federal tax. So just answer the questions on Form W-4 accurately and don't worry about it. For such small amounts it's not worth putting any effort into trying to manipulate the withholding. Also keep in mind what I said earlier: you cannot legally claim exemption from withholding on the W-4 if you will have to pay any tax at all for the year, even if the tax is only a few dollars.  

Thanks so much for the feedback.      So to add some clarity to my question, let's assume the individuals AGI for the year is projected to be 15,250 and the standard deduction is 15,000.  From a practical view, would one still start withholding on the $250 of taxable income on 1/1/xx or later in the year.   In this case, the tax is so small (~$30-$40), I guess i'm asking can we simply start the withholding middle or later in the year

Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line. So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead. Then press 1 for "form, tax history, or payment". Then press 3 "for all other questions." Then press 2 "for all other questions." - When it asks you to enter your SSN or EIN to access your account information, don't enter anything. - After it asks twice, you will get another menu. Press 2 for personal or individual tax questions. Then press 3 for all other inquiries It should then transfer you to an agent.

What state are you filing in? Every state has different forms and rules, and the software is different for every state. Are you using TurboTax Online or the desktop TurboTax software? What edition are you using (Basic, Deluxe, etc.)?  

My return has been sent by mail. I checked on IRS webpage for my refund status. It says "Action Required" and "We couldn't process your refund because your name and SSN dont match our records..." I checked that the SSN is correct on my tax return. However, my last name is written differently than the IRS record. I also called IRS and they confirmed that my name is spelled differently in their records. The lady from IRS then connected me to somewhere else to confirm my identity. I was waiting for an hour on the phone but the call was eventually interrupted. Should I just call again or is their another way to handle this?  

Here's how to enter an overseas extension statement in the desktop TurboTax software. The statement will be printed with your tax return, or it will be included with your tax return if you e-file.   Click the Federal Taxes tab. (In TurboTax Home & Business click the Personal tab.) Click Other Tax Situations. On the Other Tax Situations screen, scroll down to the "Other Tax Forms" section. Click the Start button for "File an extension." The first screen asks "Do you want to apply for an extension?" Select Yes and click Continue. On the next screen, select Yes under the second question, "Do you want to prepare an out of country automatic extension statement?" Click Continue. Proceed through the screens to enter your explanation and have the statement included in your tax return.  

@SkymanCR  My answers in Italics. (a)   I'm a US Citizen who moved my family to Costa Rica at the end of 2023.  For years I've used TurboTax and I'm accustomed to the system.  For 2024 I meet the requirements for FEIE, and I'm getting ready to file my return this week (June 16, using the automatic 2-month extension).  Yes , because  the taxpayer is abroad, the filing date ( without extension ) is June 15th.  However the pay-in date is still April 15th. (b)  I submitted any tax due by April 15th, so there should be no problem there. That is great -- I am assuming that you paid -in federal with an estimated payment or that you filed a request for extension and  paid in any taxes you owed/likely to owe.    (c) Now I want to electronically file my return, my only question is HOW?  Since from your post it appears that you already have the 2024  Windows TurboTax --Home & Business,  you just prepare as per  usual  and file  electronically.  Just note that  it is easier if you have  an US mailing address ( where IRS can send notices/mail etc.) and definitely having an US bank account helps direct deposit/ withdrawal. (d)  I want to finish my return and submit it like I always did, but this time I want to declare to the IRS that henceforth I am living overseas with a Tax Abode overseas.  I also want to take advantage of the automatic 2-month extension which should apply to me.  What forms, or statements do I upload with my Turbotax return? How do I use the software to identify this information to the IRS?  I'd really like to avoid scrapping my whole return and hiring a foreign accountant, but I don't see any clear way to do it in the software and the help files have informed me of little.  When you tell TurboTax that you  want FEIE and as part of filling out form 2555, you will be declaring your  foreign tax home address, your employer / self-employment details etc.  This is how IRS knows that your tax-home is abroad.  There is no special form/ documentation that you need to provide to the IRS to show that you are abroad -- only form 2555 shows your foreign tax home. You continue using TurboTax  just like all the  prior years.  The only issue  is often how to pay & acquire the software  since your foreign credit cards are no acceptable to TurboTax/Intuit.    So if  your credit card  works  for  Intuit, you can download the software year after year and proceed as before.   I hope this has answered all your  queries.  If I have missed something feel welcome to add to this thread and/or PM me  Is there more I can do for you ?  

As answered by Hal_Al, as long as the child live with either you or your spouse for at least six months, and you meet all of the other requirements, you would qualify.  Tax returns are prepared based upon your marital status as of December 31st of each year.  Since you were married at the end of the year, and you are filing your tax return jointly with your spouse, this requirement has been met.   Please see why don't I qualify for EIC for reasons where you would not qualify as well as what are the qualifications for the Earned Income Credit (EIC or EITC) to see the specific requirements to help you determine if you do qualify.   @Fasi 

If the e-file was accepted, leave it alone.  Do not amend for your name.  The IRS only uses the first few letters of your name---it is important for your Social Security number to be correct.   If your e-file was rejected, you do not "amend"---you just go to MY INFO and fix your name and then re-file the return.

The only way to file a 2023 return now is by mail.  E-filing for 2023 is closed.   You have not mentioned why your 2023 return was rejected.   When it was rejected you received an email with a rejection message or rejection code.  We have no access to that email.   Most rejections are for AGI.  If it was rejected for AGI, that no longer matters since you only needed AGI to e-file---and you cannot e-file it now.   Print it, sign and date it in ink, and mail it in.   If you are getting a refund there is no penalty for filing late.  If you have tax due, you are subject to late filing penalties and interest owed on the amount shown on line 37 of the Form 1040.  The IRS will bill you for that amount; it will not be calculated by TT.   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.      You will be able to access the 2023 return you started by using the exact same account and user ID that you used when you started it.   But you can no longer use online software for any further changes.       Start a 2024  return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   Online tax preparation and e-filing for 2023 returns is now permanently closed.    Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2023 return, you now have to complete it using desktop software, which you must download to a full PC or Mac  (not to a mobile device).Then you need to print, sign and mail it.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   If you already paid for your online software you can ask customer support for a download of the desktop software.   They are available from 5 a.m. to 9p.m. Pacific time Monday-Friday   https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number      

If you are preparing a partnership return, you will need to go to Forms, select Open Form, and search for K-3.  You will see a list of options appear in the pop up screen. Select the appropriate section as it applies to the foreign items that need to be reported.       At the bottom of each screen, you will be able to continue to the next page of the Schedule K-3 if needed by selecting the QuickZoom option.     If you are trying to enter this information for your individual return, please see how do I enter Schedule K-3 in TurboTax for guidance on entering this information.   @jg31 

@samurai226  seems like a duplicate of another question by you -- please my detailed answer there. However, in this particular question , TurboTax is talking about FATCA form 8938 --- for this the requirement to file varies with your tax-home  -- i.e. US or foreign/abroad. FBAR form  ( form 114 )  is the one you can only file  online  i.e. not connected / associated with your return -- even though  TurboTax will ask you if you needed to file a FBAR form ( just wants to highlight that you may have to file one ).